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Asset Planning Inc’s Bio-Rad Laboratories Class A BIO Stock Holding History

Asset Planning Inc’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4K Hold
100
– – 0.02% 190
2026
Q1 		$27.9K Hold
100
– – 0.02% 188
2025
Q4 		$30.3K Hold
100
– – 0.02% 182
2025
Q3 		$28K Hold
100
– – 0.02% 187
2025
Q2 		$24.1K Hold
100
– – 0.02% 194
2025
Q1 		$24.4K Hold
100
– – 0.02% 197
2024
Q4 		$32.9K Buy
+100
New +$33.9K 0.03% 177

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Asset Planning Inc's BIO Position: Q2 2026 in Review

Asset Planning Inc held its Bio-Rad Laboratories Class A (BIO) position steady in Q2 2026 at 100 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #190.

Asset Planning Inc first reported a position in BIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.9K in Q4 2024. 399 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • Asset Planning Inc held 100 shares of Bio-Rad Laboratories Class A worth $29.4K as of Q2 2026.
  • Asset Planning Inc left its Bio-Rad Laboratories Class A share count unchanged in Q2 2026.
  • Bio-Rad Laboratories Class A made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #190 holding.
  • Asset Planning Inc first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Bio-Rad Laboratories Class A position peaked at $32.9K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.